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The decisions you make in planning for your future or the future of your family are generally very involved and should be a more creative undertaking than simply trading stocks and bonds. These days, there are many investment options available. In putting your financial plan together you should consider many factors including your age, your income, employment status, as well as, your own personal goals. With so many things to consider, it's wise to get professional assistance.

If you are interested in a personal analysis for retirement planning, insurance planning, tax planning or estate planning, give Union Investments a call. We can send you a simple questionnaire that will help us both sort through the many different options, bringing knowledge and stability to your personal or corporate financial plan. Once you complete the questionnaire, give us a call. We can sit down together and discuss the implications and create a sound financial plan that will help meet your financial goals.
  • Retirement Planning
  • Insurance Planning
  • Tax Planning
  • Estate Planning


Securities and Investment Advisory Services offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer and are:
    · NOT FDIC Insured
    · NOT GUARANTEED by Union Bankshares
    · Subject to risk and may lose value
 
Union Investment Services, Inc., P.O. Box 446, Bowling Green, Virginia 22427, Phone: (800) 546-5031, Fax: (804) 633-5127